Filed: 10/28/2025ACC: 0002085853-25-000179
📋 What this filing means
BCK PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $185.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$185.72M
Total AUM (reported)
1.75M
Total Shares
Allocation by class
S&P 500 ETF SHS$49.08M26.4%
SHRT TRM CORP BD$42.80M23.0%
MID CAP ETF$28.43M15.3%
SMALL CP ETF$21.43M11.5%
ISHS 5-10YR INVT$20.30M10.9%
INTL EQTY ETF$7.53M4.1%
COM$7.12M3.8%
Portfolio Concentration
Top 3$120.31M64.8%
4–10$57.99M31.2%
11–25$7.22M3.9%
Rest$203.2K0.1%
Top 3 weight
64.8%
Top 10 weight
96.0%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings26
Rows:
VANGUARD INDEX FDS
SOLEShares80.15K
TypeSH
Market value$49.08M
26.43%
Sole
0.00
Shared
0.00
None
80.15K
VANGUARD SCOTTSDALE FDS
SOLEShares535.49K
TypeSH
Market value$42.80M
23.05%
Sole
0.00
Shared
0.00
None
535.49K
VANGUARD INDEX FDS
SOLEShares96.78K
TypeSH
Market value$28.43M
15.31%
Sole
0.00
Shared
0.00
None
96.78K
VANGUARD INDEX FDS
SOLEShares84.29K
TypeSH
Market value$21.43M
11.54%
Sole
0.00
Shared
0.00
None
84.29K
ISHARES TR
SOLEShares375.39K
TypeSH
Market value$20.30M
10.93%
Sole
0.00
Shared
0.00
None
375.39K
SCHWAB STRATEGIC TR
SOLEShares323.56K
TypeSH
Market value$7.53M
4.06%
Sole
0.00
Shared
0.00
None
323.56K
SCHWAB STRATEGIC TR
SOLEShares101.74K
TypeSH
Market value$3.40M
1.83%
Sole
0.00
Shared
0.00
None
101.74K
CORNING INC
SOLEShares31.41K
TypeSH
Market value$2.58M
1.39%
Sole
0.00
Shared
0.00
None
31.41K
VANGUARD INDEX FDS
SOLEShares4.26K
TypeSH
Market value$1.40M
0.75%
Sole
0.00
Shared
0.00
None
4.26K
SCHWAB STRATEGIC TR
SOLEShares48.17K
TypeSH
Market value$1.34M
0.72%
Sole
0.00
Shared
0.00
None
48.17K
APPLE INC
SOLEShares3.99K
TypeSH
Market value$1.01M
0.55%
Sole
0.00
Shared
0.00
None
3.99K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.97K
TypeSH
Market value$992.4K
0.53%
Sole
0.00
Shared
0.00
None
1.97K
AMAZON COM INC
SOLEShares2.81K
TypeSH
Market value$617.2K
0.33%
Sole
0.00
Shared
0.00
None
2.81K
SPDR INDEX SHS FDS
SOLEShares14.36K
TypeSH
Market value$614.3K
0.33%
Sole
0.00
Shared
0.00
None
14.36K
JOHNSON & JOHNSON
SOLEShares2.81K
TypeSH
Market value$520.5K
0.28%
Sole
0.00
Shared
0.00
None
2.81K
NORFOLK SOUTHN CORP
SOLEShares1.57K
TypeSH
Market value$473.1K
0.25%
Sole
0.00
Shared
0.00
None
1.57K
SPDR SERIES TRUST
SOLEShares14.22K
TypeSH
Market value$430.7K
0.23%
Sole
0.00
Shared
0.00
None
14.22K
UNITEDHEALTH GROUP INC
SOLEShares1.25K
TypeSH
Market value$430.6K
0.23%
Sole
0.00
Shared
0.00
None
1.25K
SPDR SERIES TRUST
SOLEShares4.98K
TypeSH
Market value$401.5K
0.22%
Sole
0.00
Shared
0.00
None
4.98K
MICROSOFT CORP
SOLEShares775.00
TypeSH
Market value$401.4K
0.22%
Sole
0.00
Shared
0.00
None
775.00
EXXON MOBIL CORP
SOLEShares3.05K
TypeSH
Market value$343.7K
0.19%
Sole
0.00
Shared
0.00
None
3.05K
NVIDIA CORPORATION
SOLEShares1.60K
TypeSH
Market value$298.3K
0.16%
Sole
0.00
Shared
0.00
None
1.60K
ALPHABET INC
SOLEShares995.00
TypeSH
Market value$241.9K
0.13%
Sole
0.00
Shared
0.00
None
995.00
APPLIED MATLS INC
SOLEShares1.17K
TypeSH
Market value$239.5K
0.13%
Sole
0.00
Shared
0.00
None
1.17K
SPDR SERIES TRUST
SOLEShares6K
TypeSH
Market value$203.5K
0.11%
Sole
0.00
Shared
0.00
None
6K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 80.15K | SH | $49.08M 26.43% | 0.00 | 0.00 | 80.15K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 535.49K | SH | $42.80M 23.05% | 0.00 | 0.00 | 535.49K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 96.78K | SH | $28.43M 15.31% | 0.00 | 0.00 | 96.78K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 84.29K | SH | $21.43M 11.54% | 0.00 | 0.00 | 84.29K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 375.39K | SH | $20.30M 10.93% | 0.00 | 0.00 | 375.39K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 323.56K | SH | $7.53M 4.06% | 0.00 | 0.00 | 323.56K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 101.74K | SH | $3.40M 1.83% | 0.00 | 0.00 | 101.74K |
CORNING INCSOLE | COM | 31.41K | SH | $2.58M 1.39% | 0.00 | 0.00 | 31.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.26K | SH | $1.40M 0.75% | 0.00 | 0.00 | 4.26K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 48.17K | SH | $1.34M 0.72% | 0.00 | 0.00 | 48.17K |
APPLE INCSOLE | COM | 3.99K | SH | $1.01M 0.55% | 0.00 | 0.00 | 3.99K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.97K | SH | $992.4K 0.53% | 0.00 | 0.00 | 1.97K |
AMAZON COM INCSOLE | COM | 2.81K | SH | $617.2K 0.33% | 0.00 | 0.00 | 2.81K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 14.36K | SH | $614.3K 0.33% | 0.00 | 0.00 | 14.36K |
JOHNSON & JOHNSONSOLE | COM | 2.81K | SH | $520.5K 0.28% | 0.00 | 0.00 | 2.81K |
NORFOLK SOUTHN CORPSOLE | COM | 1.57K | SH | $473.1K 0.25% | 0.00 | 0.00 | 1.57K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 14.22K | SH | $430.7K 0.23% | 0.00 | 0.00 | 14.22K |
UNITEDHEALTH GROUP INCSOLE | COM | 1.25K | SH | $430.6K 0.23% | 0.00 | 0.00 | 1.25K |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 4.98K | SH | $401.5K 0.22% | 0.00 | 0.00 | 4.98K |
MICROSOFT CORPSOLE | COM | 775.00 | SH | $401.4K 0.22% | 0.00 | 0.00 | 775.00 |
EXXON MOBIL CORPSOLE | COM | 3.05K | SH | $343.7K 0.19% | 0.00 | 0.00 | 3.05K |
NVIDIA CORPORATIONSOLE | COM | 1.60K | SH | $298.3K 0.16% | 0.00 | 0.00 | 1.60K |
ALPHABET INCSOLE | CAP STK CL A | 995.00 | SH | $241.9K 0.13% | 0.00 | 0.00 | 995.00 |
APPLIED MATLS INCSOLE | COM | 1.17K | SH | $239.5K 0.13% | 0.00 | 0.00 | 1.17K |
SPDR SERIES TRUSTSOLE | PORTFOLIO INTRMD | 6K | SH | $203.5K 0.11% | 0.00 | 0.00 | 6K |
Page 1 of 2